This article explains how to set up Raley Sales Quotes and Purchase Orders app (RSQ) together with Raley Emails Notifications (REN) to achieve a seamless and efficient sales quotes process flow in your JSM project.


Use-case scenario

A customer is sending an email to a specific address in your company to request a sales quote for particular goods and services that your company is offering.

Your sales team is handling this quote request as a JSM ticket. They can requests additional information from the customer via emails and communicate internally with other parties involved in quote generation process.

Based on the information provided by the customer and other request participants your sales team generates a PDF sales quote. This PDF document is then emailed to your customer.


Setting things up


  1. In Raley Sales Quotes (RSQ) app create some users with Team Member permissions who will be on your Sales team. Those should be Agents in your JSM project who are generating sales quotes
  2. Configure RSQ using Sales Quotes - Application setup manual
  3. Configure a sales quote PDF template using this manual
  4. Install Raley Emails Notifications (RNE)
  5. In RNE app navigate to Outgoing Email Servers tab and configure an outgoing email server
  6. In RNE app create a new Configuration that will be fired on public comments JSM comments. Your sales team will request information from customers using it. Here's an example of such configuration: 


Make sure, that the Projects combo is set to the same project as in your JSM project for sales quotes and the Issue types is the same as in your JSM project issue type that represents a sales quote. The Outgoing Email Server should be what you've configured

in step #5

The Message template can be left as simple as:

$!issue.lastcomment.body



7.   In RNE app create a new Configuration that will serve as a Canned message. Your Sales team will use it to send PDF quotes to the customer.


Note again, that Projects combo should contain the project configured in your RSQ for sales quotes and Outgoing Mail server should be the same as in  step #5. The message template can be something like the following:

Dear $issue.fields.reporter.displayName, <br><br>

Thanks for reaching out to us! <br><br>

Please find attached our sales quote for the ordered goods. We’re looking forward to hear from you. <br><br>

Have a great day! <br><br>

${context.currentUserDisplayName} from ProGolfShop


8. That's basically it. Now, your public JSM comments will be sent to customer who created a SQ ticket and the generated PDF sales quotes can be easily sent via Raley Canned message glance.